Is there such a thing as the perfect client advisory team? I would define the perfect team as the right people in the right place at the right time. The perfect team to help a client family address fraud in … Continue reading
Author Archives: Bonnie Hartley
Zoom Out a blog by Bonnie and Michael Hartley
Why this blog?
We want to make change an accessible and manageable topic; one that is not driven by fear or resistance. We want our readers to realize that planning for and leveraging expected and unexpected change is both a process and a skill.
The title Zoom Out is meant to describe the ability to disengage from the immediate and expedient, from the specific and tactical. By zooming out to a broader, more strategic vantage point, we are able to reset our focus, fine-tune our direction, and better prepare for and manage change.
How do threats to cyber security impact enterprise families? The challenges of living in a digitized world include both personal and business threats because significant financial, human and social capital resources are interwoven and consequently at higher risk than … Continue reading
The Good and Bad News about Trusts Recently I read with great interest a blog called “Confessions of a Trust Fund Baby” by Caroline Faber, posted May 20, 2013 on LearnVest (http://www.learnvest.com/2013/05/confessions-of-a-trust-fund-baby/). Ms. Faber’s steep learning curve and self-discovery … Continue reading
If you are the leader of a multi-generational family in business together or an advisor serving such families, one of your biggest challenges is preparing for and managing change while sustaining relationships, financial security and emotional well being. We have … Continue reading
Transition Dynamics Inc. is now publishing six eMagazines that provide easy access to new, stimulating information for helping families and their enterprises take advantage of change. The eMags are published using Flipboard, a free app for iPads, iPhones and Android … Continue reading
A recent New York Times article about one woman’s reaction and eventual response to being completely unprepared for her young husband’s unexpected death, reminded me that while change is constant, some changes are completely life altering. When death or catastrophic … Continue reading